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User's Guide
Welcome to Prospect Insight, an on-demand web marketing automation suite. The next few pages will serve as a product guide for you to consult as you see how our software can effectively meet your business needs. Prospect Insight uses a simple web-based interface and you will become proficient at managing campaigns and prospects in short amount of time.
User's guides to take you through the major features of Prospect Insight
Marketing »
Learn how to create a marketing and sales campaign, including automation rules, emails, landing pages, and more.
Prospects »
View your prospects' activities, update their profiles, and assign them to your sales reps.
Reports »
Reports provide you with information on the success of various aspects of your campaign.
Administration »
Learn about the way in which you can control the different elements in Prospect Insight.
My Settings »
Learn how to set up your account and edit your personal information.
User's Guide Videos
Learn how to use the application by watching videos of commonly performed tasks.
What Our Customers Are Saying...
"Prospect Insight helped us identify prospects that would have otherwise been abandoned due to the lack of a meaningful conversation early on in the lead nurturing process."
